Baker Tilly US · 6 hours ago
Director, Transitions Technology Team Leader – Managed Services
Frisco, TX
Full-time
Onsite
Director/Executive
$182K/yr - $345K/yr
12+ years expBaker Tilly is a leading advisory, tax and assurance firm, and they are seeking a Director, Transitions Technology Team Leader to oversee the technology strategy and operations that support AFS transitions. The role involves managing the technology portfolio, leading client onboarding and implementation, and engaging with stakeholders to ensure high-quality delivery of technology-enabled transition services.
Accounting
Responsibilities
Own, manage, and maintain the AFS technology portfolio, including existing tools and emerging solutions
Explore, evaluate, and recommend new or advanced technologies aligned with client ICPs and firm strategy
Liaise with Digital Advisory and TDIO on tech stack alignment, roadmap development, and day-to-day Alliances management
Assess and approve technology-related components during scoping and solution design
Oversee data conversion, system setup, and workflow configuration for onboarding new clients
Lead system integration, configuration, and support across multiple ERP and accounting platforms
Identify and implement automation, efficiency, and optimization opportunities
Ensure high-quality implementation of ERP transformations and technology-enabled processes
Leads Transitions technology team
Lead enablement of recurring service teams on technology features, functions, and automation capabilities
Drive optimization and “phase 4” enhancement projects with recurring clients
Conduct structured client assessments to identify objectives, risks, system requirements, and reporting needs
Translate assessment findings into clear, actionable project and technology plans
Review and validate transition plans for quality, accuracy, and adherence to standards
Partner with practice leadership and business development on proposals and solution alignment
Contribute to proposal efforts and pre-sales discussions as needed
Provide transparent reporting on progress, risks, utilization, and financial performance
Collaborate closely with the Transitions Process Team Leader on workflows and system decisions
Lead M&A technology onboarding and integration
Assess current-state technologies and opportunities for alignment or consolidation
Qualification
Required
Bachelor's degree required; Accounting knowledge preferred
Minimum 12+ years of experience in technology leadership, client onboarding, and system implementation
Extensive experience with CAS or managed accounting services
Proven success leading ERP transformations across multiple platforms
Demonstrated ability to design scalable accounting processes and manage complex transitions
Strong consultative, relationship-building, and advisory skills
Agile, adaptable, and comfortable leading through change
Company
Baker Tilly US
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S.
10001+ employees
H1B Sponsorship
Baker Tilly US has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (19)
2023 (23)
2022 (25)
2021 (19)
Funding
Current Stage
Late StageLeadership Team
Brett Bowles, CPA
Senior Consultant - Transaction and CFO Advisory
Caleb Tollefson
CFO Advisory Manager
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